This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ULST/capital-change-brief"
Use Arkolith's capital_change_brief for ULST. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $160.0M | 3.9M | ▲+3.9% Added · +147K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $52.4M | 1.3M | ▼−2.4% Reduced · −31K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $28.1M | 693K | ▲+13% Added · +78K sh | Q1 2026 | |
| 4 | BIP Wealth, LLC | $23.8M | 588K | ▲+3.7% Added · +21K sh | Q1 2026 | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $18.6M | 460K | ▲+11% Added · +45K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $11.2M | 278K | ▲+6.5% Added · +17K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $11.2M | 277K | ▲+10% Added · +25K sh | Q1 2026 | |
| 8 | Stablepoint Partners, LLC | $8.9M | 221K | ▲+2.4% Added · +5K sh | Q2 2026 | |
| 9 | IEQ CAPITAL, LLC | $7.8M | 193K | —Held | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 120K | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 11 | Norris Financial Group, LLC | $4.3M | 106K | ▲+33% Added · +27K sh | Q1 2026 | |
| 12 | Kraft, Davis & Associates, LLC | $4.2M | 105K | ▲New +105K sh | Q2 2026 | |
| 13 | UBS Group AG | $3.6M | 88K | ▲+12% Added · +10K sh | Q1 2026 | |
| 14 | VERUS CAPITAL PARTNERS, LLC | $2.5M | 62K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $2.5M | 61K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $2.1M | 52K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 17 | Elmwood Wealth Management, Inc. | $2.0M | 50K | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 18 | Barnes Wealth Management Group, Inc | $2.0M | 50K | ▼−1.2% Reduced · −595 sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $1.7M | 41K | ▼−20% Reduced · −10K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $1.4M | 35K | ▲30× Added · +34K sh | Q1 2026 | |
| 21 | TRUE Private Wealth Advisors | $1.4M | 34K | ▲New +34K sh | Q1 2026 | |
| 22 | CGN Advisors LLC | $1.3M | 33K | ▲+4.5% Added · +1K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | $1.3M | 31K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 31K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 25 | FIDUCIARY TRUST CO | $1.2M | 29K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Class | 13F holders | Value held |
|---|---|---|
| SRLNmc | 260 funds | $3.3B |
| TOTLmc | 203 funds | $3.0B |
| RLYSTATE STREET MUL | 92 funds | $505.7M |
| ULSTthis pageULT SHT TRM BD | 72 funds | $380.9M |
| GALUIT EXCHANGE TRADED | 46 funds | $105.7M |
| INKMSTATE STREET INC | 15 funds | $10.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $15.2B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $12.5B |
| MICROSOFT CORPMSFT | 38 funds | $11.1B |
| ALPHABET INC-CL AGOOGL | 38 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $7.2B |
| BROADCOM INCAVGO | 38 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 38 funds | $5.8B |
| ALPHABET INC-CL CGOOG | 38 funds | $4.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 38 funds | $3.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 38 funds | $3.4B |
| EXXON MOBIL CORPXOM | 38 funds | $3.1B |
Ranked by how many of ULST's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ULST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.